See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PBMARES, LLP4 years Service code 10 · EIN 54-0737372 3120 WELLONS BLVD. · NEW BERN, NC 28562 | Accounting | $28,348 |
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERV. Service code 15 · EIN 52-1309931 | Recordkeeping | $11,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,480 | $55,415+131.8% | $155,509-17.4% | $74,495+72.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.56% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $6,119 | $2,267+169.9% | $4,672+31.0% | $2,623+133.3% |
| Participant deferral / active EE | $4,921 | $2,836+73.5% | $5,626-12.5% | $4,346+13.2% |
| Admin fee / account holder | $295 | $1,738-83.1% | $15,912-98.1% | $1,942-84.8% |